See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,864 | $81,208-73.1% | $98,907-77.9% | $79,858-72.6% |
| Participation rate | 92.9% | 72.5%+20.4pp | 76.0%+16.8pp | 69.6%+23.2pp |
| Annual return | 9.19% | 60.99%-51.8pp | 196.43%-187.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $562 | $3,265-82.8% | $4,244-86.8% | $3,740-85.0% |
| Admin fee / account holder | $2,356 | $6,013-60.8% | $6,642-64.5% | $5,306-55.6% |